Original filing (PDF)20250715111816NAL0001994849001

KIRSHENBAUM & URBAN, LLP

Name: KIRSHENBAUM & URBAN, LLP — KIRSHENBAUM & URBAN, LLP 401(K) PLAN, Form 5500 (2024)
Creator: KIRSHENBAUM & URBAN, LLP

Form 5500-SF

FILING_RECEIVED

KIRSHENBAUM & URBAN, LLP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KIRSHENBAUM & URBAN, LLP.

Plan sponsor

Name

KIRSHENBAUM & URBAN, LLP

EIN

26-0430315

Address

10 BANK ST STE 580 · WHITE PLAINS, NY · 106061939

Phone

(914) 686-0400

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

DAVIES & FIRMIN, CPAS, APC

DAVIES & FIRMIN, CPA'S, APC PROFIT SHARING PLAN

$1.1M · 2 participants

MARCELA ARREDONDO CPA, LLC

MARCELA ARREDONDO CPA, LLC 401(K) PLAN

$1.1M · 9 participants

PAUL N LONGO CPA PC PROFIT SHARING PLAN

$1.1M · 2 participants

DUNN & DILL CPAS, P.C.

DUNN & DILL CPAS, PC 401(K) PROFIT SHARING PLAN

$1.1M · 9 participants

MARSOCCI, APPLEBY & COMPANY, PA

MARSOCCI, APPLEBY & COMPANY, CPAS 401(K) PLAN